|
226
|
Belpointe Asset Management
Reno,
Nevada
|
$3.35M
|
+$118K
|
+1,838
|
+4%
|
|
|
227
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$3.32M
|
+$3.35M
|
+52,188
|
New
|
|
|
228
|
Bath Savings Trust
Bath,
Maine
|
$3.28M
|
+$211K
|
+3,290
|
+7%
|
|
|
229
|
Scotia Capital
Toronto,
Ontario, Canada
|
$3.19M
|
-$7.19K
|
-112
|
-0.2%
|
|
|
230
|
Tiedemann Advisors
New York
|
$3.14M
|
-$380K
|
-5,916
|
-11%
|
|
|
231
|
Parallel Advisors
San Francisco,
California
|
$3.13M
|
+$274K
|
+4,262
|
+9%
|
|
|
232
|
DFPG Investments
Sandy,
Utah
|
$3.13M
|
+$1.04M
|
+16,120
|
+48%
|
|
|
233
|
Warner Financial
Bethesda,
Maryland
|
$3.1M
|
+$3.14M
|
+48,837
|
New
|
|
|
234
|
Boston Family Office
Boston,
Massachusetts
|
$3.03M
|
+$121K
|
+1,880
|
+4%
|
|
|
235
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$3.02M
|
-$3.89M
|
-60,622
|
-2%
|
|
|
236
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$3.01M
|
-$239K
|
-3,721
|
-7%
|
|
|
237
|
Legacy Bridge
West Des Moines,
Iowa
|
$3M
|
-$64.2K
|
-1,000
|
-2%
|
|
|
238
|
MAI Capital Management
Independence,
Ohio
|
$2.98M
|
+$797K
|
+12,411
|
+36%
|
|
|
239
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.98M
|
+$92.2K
|
+1,436
|
+3%
|
|
|
240
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.95M
|
+$2.98M
|
+46,362
|
New
|
|
|
241
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.93M
|
-$38.2K
|
-595
|
-1%
|
|
|
242
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$2.91M
|
+$36.5K
|
+569
|
+1%
|
|
|
243
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.89M
|
-$838K
|
-13,045
|
-22%
|
|
|
244
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.87M
|
+$2.87M
|
+44,673
|
New
|
|
|
245
|
West Financial Advisors
Des Moines,
Iowa
|
$2.86M
|
+$103K
|
+1,610
|
+4%
|
|
|
246
|
KWMG LLC
Overland Park,
Kansas
|
$2.81M
|
-$27.9K
|
-434
|
-1%
|
|
|
247
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.81M
|
+$7.07K
|
+110
|
+0.2%
|
|
|
248
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$2.78M
|
+$1.23M
|
+19,126
|
+78%
|
|
|
249
|
Bank of New York Mellon
New York
|
$2.77M
|
+$1.26M
|
+19,667
|
+82%
|
|
|
250
|
Prudent Man Advisors
Naperville,
Illinois
|
$2.72M
|
–
|
–
|
–
|
|
